The EnterpriseInvestment Scheme

The Enterprise Investment Scheme (EIS) is a government initiative to encourage investment in unquoted small and medium-sized businesses. Individuals can invest up to £1 million per annum and investments must be held for a minimum of three years. The tax incentives are:

30% income tax relief

Exemption from Capital Gains Tax (CGT) on disposal

CGT deferral available

Up to 100% inheritance tax relief after two years

Loss relief against income tax

Taken together, these tax incentives enable high rate taxpayers to risk no more than 38.5% of capital invested.

Oakfield Capital Partners does not provide tax advice and recommends you consult with a professional advisor if you are unsure of any aspects of the EIS legalisation.

Growing

successful businesses

Delivering

significant capital gains

We are Oakfield

Oakfield Capital is a private equity firm that invests in small and medium-sized businesses in the UK.

We partner with management teams, providing capital and expertise to grow successful businesses that can deliver significant capital gains through operational improvement.

We are active owners and invest our own money in each deal, aligning our interests with those who invest alongside us.